Gen-Wealth Partners’s MDU Resources MDU Stock Holding History

Gen-Wealth Partners’s Portfolio MDU Stock Details MDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.05K	Buy	99 +22	+29%	+$451	﹤0.01%	643
2025 Q4	$1.5K	Hold	77	–	–	﹤0.01%	626
2025 Q3	$1.37K	Hold	77	–	–	﹤0.01%	621
2025 Q2	$1.28K	Hold	77	–	–	﹤0.01%	579
2025 Q1	$1.3K	Sell	77 -110	-59%	-$1.9K	﹤0.01%	557
2024 Q4	$3.37K	Sell	187 -555	-75%	-$9.74K	﹤0.01%	556
2024 Q3	$11.9K	Sell	742 -372	-33%	-$5.3K	0.01%	479
2024 Q2	$15.5K	Hold	1,114	–	–	0.01%	444
2024 Q1	$15.5K	Buy	+1,114	New	+$12.9K	0.01%	434

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gen-Wealth Partners's MDU Position: Q1 2026 in Review

Gen-Wealth Partners increased its MDU Resources (MDU) stake by 29% in Q1 2026, buying an estimated $451 and bringing the position to 99 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Gen-Wealth Partners first reported a position in MDU in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.5K in Q1 2024. 418 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

Gen-Wealth Partners held 99 shares of MDU Resources worth $2.05K as of Q1 2026.
Gen-Wealth Partners bought 22 MDU Resources shares in Q1 2026, an estimated $451.
MDU Resources made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #643 holding.
Gen-Wealth Partners first reported a position in MDU Resources in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's MDU Resources position peaked at $15.5K in Q1 2024.
418 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.